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Popular Frequently Asked Questions

See all of our FAQ help points

What are 'Total Net Assets'
Total Net Assets in the Lifeplan Charts and in the Snapshot means 'All of your assets less any debts'.
Where do I enter details about my bank deposit accounts
Enter these details as a Personal Investment in the Assets and Investments  section.
How will I use my Desired Annual Income?
You will use your Desired Annual Income to pay for your fixed and variable expenses and what is left is your disposable income that you can spend or save as you wish.
Why do I need to make assumptions about inflation, growth and income (yield)?
Your financial affairs will never remain static and you will need to estimate how the values of your finances may change throughout your LifePlan. You can change these general assumptions at any time and you may select specific assumptions for any particular asset.
Do I enter dividends before or after tax.
Please enter dividends net of income tax.

Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

With Premium LifePlan you can model a Lifetime Mortgage, create and compare up to 10 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.

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New features on RetireEasy.

Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.

Sign up now